Counter Sales Associate

Watsco•Santa Ana, CA

About The Position

The Counter Sales Associate is responsible for the sales counter at a wholesale HVAC distributorship carrying multiple brands of equipment, parts, and supplies. The role focuses on providing strong customer service in a sales-oriented setting while supporting sales, inventory, merchandising, and safe operations. The associate serves walk-in and telephone customers, researches products and parts, and helps customers find suitable products and services. Reasonable accommodations may be provided to support the essential functions of the job.

Requirements

  • High school diploma or GED; equivalent experience may be considered.
  • Demonstrated experience with HVAC equipment in a wholesale distribution setting.
  • Strong interpersonal, customer service, problem-solving, and relationship-building skills.
  • Ability to manage multiple tasks in a dynamic, fast-paced environment; reasonable accommodations may be provided as needed.
  • Strong written and verbal communication skills and ability to understand and communicate in English to comply with safety standards, training, policies, and procedures; reasonable accommodations will be provided to support effective communication.
  • Analytical aptitude and ability to analyze and interpret data.
  • Ability to work independently and as part of a team.
  • Proactively seek continuous process and service improvements.
  • Ability to move parts and equipment weighing up to 50 pounds and to stand, sit, walk, climb, kneel, crouch, or crawl to access equipment.
  • Ability to operate computer and telephone equipment for extended periods.
  • Visual acuity to read labels, inspect equipment, monitor inventory, and operate machinery, including close and distance vision, color differentiation, peripheral awareness, depth perception, and visual focus.
  • Ability to operate warehouse equipment such as forklifts and pallet jacks.

Nice To Haves

  • Background in sales, operations, purchasing, or inventory management.
  • Mechanical or technical experience.
  • Demonstrated interest in continuous learning, mentoring, and leadership.
  • Proficiency in Microsoft Office or similar productivity tools; assistive technologies may be used to support this function.
  • A valid driver’s license only if driving is an essential function of the role.

Responsibilities

  • Represent Baker Distributing Company as an industry leader and help ensure maximum sales.
  • Interact with internal and outside salespeople, vendors, and contractors.
  • Maintain showroom merchandising, restock products, and organize merchandise on shelves or racks.
  • Assist with resolving customer relations problems involving dealers and end users.
  • Complete customer sales orders and use suggestive selling to offer associated items and upsell products.
  • Serve walk-in and telephone customers and assist with sourcing and shipping parts, inventory control, and warranty administration.
  • Research products through computer systems, catalogs, telephone, and other reference sources to meet customer product and service needs.
  • Conduct outgoing customer sales or service calls and resolve customer complaints.
  • Follow company safety protocols, use personal protective equipment, and report safety hazards or incidents to management.
  • Participate in safety training sessions and drills; maintain a clean and organized workspace and safely handle and store products.
  • Maintain a professional and safe demeanor during customer interactions.
  • Perform other duties as assigned.
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